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The Only Market Volatility Prediction You Can Count On
“As you can see, we’re experiencing rough air at the moment. But as a reminder, we can’t predict rough air,” said the Delta airline pilot ferrying me from St. Louis to Charleston (via Atlanta—always...
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Are You A Complainer, Consumer Or Contributor?
Are you a Complainer, Consumer or Contributor in the workplace? In Adam Grant’s book, Give and Take, he differentiates between three types of people–Givers, Matchers and Takers–categorizations that...
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The Financial Advisors’ Guide To Being A Better Human
I recently received a text message from my mother that I’ll never forget, letting me know a long-time family friend was checking her mail when a tree branch fell and killed her, instantly. Her legacy...
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Top 7 Best Practices For Newish Financial Advisors
Recently, one of my favorite students from my time teaching financial planning at Towson University reached out to deliver some great news: He’d found a career in financial planning. He followed his...
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Financial Planning For The Person Who Has Everything
Is that you? Are you fortunate enough to be in the tiny minority of people who don’t have a financial care in the world? If not, I’ll bet you know that person who, to the best of your knowledge, lacks...
View ArticleTop 10 Personal Finance Books To Really Understand Money And Life
A friend recently asked me to offer a list of my five favorite personal finance book—and I failed. I couldn’t condense the list to any fewer than 10 without feeling it was incomplete. My following...
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Be More Purposeful In 2019 With Seinfeld’s Productivity Hack
My work as a financial advisor is dedicated to helping others best allocate their scarce resources in a way that is optimally aligned with their goals and grounded in their values. And while most of...
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Financial Planning Priorities In Your 40s
I have a particular affinity for 40-somethings, because in addition to having advised them for 20 years, I’m one of them! By the time you’re into your 40s, you’ve likely developed a particular...
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Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?
Not all financial planning—or financial planners—are equal. The Certified Financial Planner™ Board has done much to standardize a substantive base level of knowledge for aspiring advisors. But the...
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How To Craft A More Fulfilling Vacation Using Insight From Business And...
Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the pilgrimage to Disney, perhaps each twice or more. Most were fun, restful—maybe even...
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